While the topic of planning for aging, disability, and death may be unpleasant, we know that proper planning may ease the burden of the inevitable on you and your family. Since each client has different lifetime goals and plans, Brucker Legal Services gets to know your family to understand those goals, so that you are satisfied in meeting your personal objectives. Our estate planning involves 1) review your assets and debt to determine the size of your estate; 2) an understanding of your family situation to identify potential heirs and fiduciaries; 3) communication of your financial and personal goals; 4) projection of the current estate, inheritance, and income taxes applicable to your estate; and 5) the drafting, review, and execution or complete plan.
A complete plan depends on the complexity of your holdings and your desires; but it will likely include drafting your Last Will and Testament, creating potential trusts, ownership and beneficiary designations. Our goal as your advisor is to protect your family and your assets so that you can rest assured that your family will be taken care of once you are no longer able to make decisions.